Revocable Living Trust

Significant savings and other benefits can be achieved by simplifying estate settlement. First Citizens Bank provides sound, experienced and professional investment management.

Living trusts provide a system for coordinating all assets in an efficient, flexible, unified plan based on changing economic conditions. Living Trusts also provide emergency protection in the event of illness or other incapacity by authorizing the Trustee to temporarily assume the tasks of paying bills, rent, taxes, etc..

As with all services, First Citizens Bank assures privacy of your beneficiaries and how much they will receive since a revocable living trust is a confidential agreement.

You have peace of mind because a living trust establishes a cornerstone of financial security; tailor-made to meet the needs and circumstances of you and your family.

You also receive a detailed accounting for both income and principal with a list of assets reflecting current market and cost values. Comprehensive year-end reports aid tax-preparation and provide investment performance analysis.

Note: Investments that are not bank deposits such as stocks, bonds, mutual funds, money market funds, annuities, and treasury securities, etc. are not FDIC insured, not guaranteed by the financial institution, and are subject to risk and may lose value.

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